Summit Wealth Group LLC

SEC CIK: 0002081278
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

WDC holding history

Western Digital Corp in every 13F filed by Summit Wealth Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WDC overview All 13F holders of WDC Full Q2 2026 holdings

Shares (Q2 2026): 1,119
Value: $714.5K
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2025

Holdings of WDC by Summit Wealth Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,119	$714.5K	0.1%	−267−19.3%	Reduced	Holders
Q1 2026	1,386	$375.0K	<0.1%	+1,386	New	Holders
Q4 2025	0	$0	0.0%	−3,664−100.0%	Sold out	Holders
Q3 2025	3,664	$931.7K	0.1%	+3,664	New	Holders